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Federal Realty Investment Trust

398 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $7.48B → $8.79B (+$1.31B)

17% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 124

3% more funds holding

Funds holding: 385398 (+13)

1.71% more ownership

Funds ownership: 94.88%96.59% (+1.7%)

4% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $15.6M

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
6.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
145
Reduced
124
Closed
44
Calls
$16.2M
Puts
$15.6M
Net Calls
+$589K
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PIC
251
Portland Investment Counsel
Ontario, Canada
$398K
QI
252
QS Investors
New York
$397K -$1.14K -10 -0.3%
IC
253
Inverness Counsel
New York
$393K -$5.41M -47,679 -93%
Two Sigma Advisers
254
Two Sigma Advisers
New York
$387K +$375K +3,300 New
CGH
255
Crossmark Global Holdings
Texas
$381K -$22.7K -200 -6%
NMIMC
256
Northwestern Mutual Investment Management Company
Wisconsin
$377K +$5.45K +48 +2%
F
257
F3Logic
Minnesota
$372K +$47.6K +419 +15%
Simplex Trading
258
Simplex Trading
Illinois
$372K +$361K +3,176 New
PSP
259
Principal Street Partners
Tennessee
$366K -$337K -2,970 -49%
FG
260
Fiduciary Group
Georgia
$362K
PA
261
Profund Advisors
Maryland
$348K +$339K +2,982 New
AWM
262
Altium Wealth Management
New York
$345K +$106K +933 +46%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$337K +$212K +1,865 +184%
DTL
264
Dynamic Technology Lab
Singapore
$330K +$66.3K +584 +26%
SAM
265
Strategy Asset Managers
California
$325K +$20.9K +184 +7%
GCP
266
GSA Capital Partners
United Kingdom
$321K +$311K +2,739 New
CCM
267
Coldstream Capital Management
Washington
$315K +$9.08K +80 +3%
WAM
268
World Asset Management
Michigan
$312K -$3.86K -34 -1%
CP
269
Castleview Partners
Texas
$312K +$302K +2,661 New
HWM
270
Holloway Wealth Management
Florida
$303K
SSW
271
Smith Shellnut Wilson
Mississippi
$299K
JAM
272
Jupiter Asset Management
United Kingdom
$296K +$287K +2,529 New
WHG
273
Westwood Holdings Group
Texas
$293K
SFSIG
274
San Francisco Sentry Investment Group
California
$289K +$10.2K +90 +4%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$286K -$15.6K -137 -5%

FRT Hedge Fund Activity: Q2 2021 in Review

398 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2021, worth a combined $8.79B — up 18% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FRT positions and 44 closed out — a net gain of 16 holders — while 145 added to existing stakes and 124 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $209M. The largest seller was Bank of New York Mellon, cutting an estimated $98.7M.

  • 398 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2021, up from 385 in Q1 2021.
  • Funds reported $8.79B of Federal Realty Investment Trust stock for Q2 2021, up 18% quarter-over-quarter.
  • 60 funds opened new Federal Realty Investment Trust positions in Q2 2021 and 44 closed out, a net change of +16 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2021 was Cohen & Steers, an estimated $209M added.
  • The largest Federal Realty Investment Trust seller in Q2 2021 was Bank of New York Mellon, an estimated $98.7M sold.

Based on aggregated 13F filings for Q2 2021.